Released
Send adhoc email assist from Success Plan objectives
It would be great if we had the ability to send adhoc email assist messages from a Success Plan objective.
Use Case: some customers use Success Plans + playbooks to help guide implementation or migration projects. Depending on the implementing customer’s use case + project details, there are different version of the same email a CSM may want to send during the project. Instead of having to creating a Playbook with every single version of the EA task included, it would be great if we could select the adhoc version to send on the fly.